CAC 40 Perf Jour Perf Ytd
7857.36 +0.72% +6.46%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 20.85%
BDL Rempart Grand Prix de la Finance 16.37%
H2O Moderato 16.19%
Ginjer Actifs 360 Grand Prix de la Finance 15.14%
Moneta Long Short 14.59%
Claresco Allocation Flexible 9.97%
Exane Ceres 8.55%
Dorval Convictions 8.25%
Carmignac Patrimoine 8.13%
Clartan Valeurs 8.03%
VEGA Patrimoine ISR 6.91%
Auris Diversified Beta 6.75%
R-co Valor Grand Prix de la Finance 6.72%
AXA WF Global Optimal Income 6.37%
M&G (Lux) Dynamic Allocation Fund 6.29%
Eurose Grand Prix de la Finance 6.16%
Ruffer Total Return International 6.05%
ELEVA Global Multi Opportunities 6.03%
Sienna Diversifié Flexible Monde 5.56%
ELEVA AR - Dynamic 5.08%
R-co Valor Balanced Grand Prix de la Finance 4.92%
Ofi Invest ESG MultiTrack 4.63%
Monocle Fund 4.13%
BNY Mellon Global Real Return Fund (EUR) 4.12%
Dorval Global Allocation 3.81%
Russell Inv. MAGS 3.22%
Mandarine Solution 3.21%
Sycomore Next Generation 3.12%
Echiquier ARTY SRI Grand Prix de la Finance 3.01%
Tikehau International Cross Assets 2.98%
Elkano Global Fund 2.87%
DNCA Invest Evolutif 2.59%
GIS Global Multi Asset Income 2.55%
Trusteam Optimum 2.53%
VEGA Euro Rendement ISR 2.13%
Tailor Allocation Defensive Grand Prix de la Finance 2.12%
Gay-Lussac Europe Flex 1.65%
ACATIS Value Event 0.57%
VALBOA Exclusif 0.28%
Lazard Patrimoine SRI 0.10%
First Eagle Amundi International Fund -0.29%
IDE Dynamic World Flexible -0.63%
ODDO BHF Polaris Balanced -0.71%
Nova Dynamique -2.43%
Mansartis Investissements ISR -2.63%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 35.93%
Jupiter Financial Innovation 22.05%
Digital Stars Europe 15.11%
R-co Thematic Blockchain Global Equity 13.62%
Aperture European Innovation 13.07%
Candriam Equities L Robotics & Innovative Technology 10.69%
Auris Gravity US Equity Fund 10.42%
Sienna Actions Bas Carbone 9.82%
Piquemal Houghton Global Equities 9.39%
AXA Aedificandi 9.22%
R-co Thematic Real Estate 9.16%
Athymis Industrie 4.0 9.07%
Echiquier Artificial Intelligence Grand Prix de la Finance 7.92%
Carmignac Investissement Grand Prix de la Finance 6.83%
Sycomore Sustainable Tech 6.00%
Pictet - Digital 4.25%
HMG Globetrotter 4.24%
Square Megatrends Champions 4.23%
Janus Henderson Horizon Global Sustainable Equity Fund 3.61%
FTGF ClearBridge Infrastructure Value 3.21%
GIS Sycomore Ageing Population 3.19%
MS INVF Global Opportunity 2.34%
Fidelity Global Technology 2.27%
Mandarine Global Transition 1.99%
EdR Fund Big Data Grand Prix de la Finance 1.92%
DNCA Invest Beyond Semperosa 1.49%
JPMorgan Funds - Global Dividend 1.30%
Pictet - Clean Energy Transition Grand Prix de la Finance 1.02%
Franklin Technology Fund 0.94%
JPMorgan Funds - US Technology 0.47%
VIA Smart Equity World 0.28%
Thematics AI and Robotics 0.28%
ODDO BHF Artificial Intelligence 0.19%
Sienna Actions Internationales -0.06%
Pictet - Security -0.12%
Candriam Equities L Oncology -0.13%
CPR Invest Climate Action -0.13%
Groupama Global Active Equity -0.24%
BNP Paribas Aqua Grand Prix de la Finance -0.39%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.49%
Echiquier World Equity Growth Grand Prix de la Finance -0.72%
Eurizon Fund Equity Innovation -0.90%
Sanso Smart Climate Grand Prix de la Finance -0.94%
Echiquier Global Tech -0.96%
Thematics Water -1.27%
Pictet - Water Grand Prix de la Finance -1.33%
BNP Paribas Funds Disruptive Technology -1.49%
Russell Inv. World Equity Fund -1.91%
Mirova Global Sustainable Equity -2.35%
Comgest Monde Grand Prix de la Finance -2.48%
JPMorgan Funds - Global Select Equity -2.63%
Loomis Sayles U.S. Growth Equity -2.74%
Covéa Ruptures -2.92%
M&G (Lux) Global Dividend Fund -3.43%
Thematics Meta -3.50%
Ofi Invest Grandes Marques -3.60%
Groupama Global Disruption -3.96%
ODDO BHF Global Equity Stars -4.40%
Covéa Actions Monde -4.46%
EdR Fund US Value -4.58%
AXA WF Robotech -4.96%
Franklin U.S. Opportunities Fund -5.33%
MS INVF Global Brands -5.36%
JPMorgan Funds - America Equity -5.43%
Claresco USA -5.64%
CPR Global Disruptive Opportunities -5.76%
Athymis Millennial -6.06%
EdR Fund Healthcare -6.95%
BNP Paribas US Small Cap -8.20%
FTGF Royce US Small Cap Opportunity Fund -9.10%
Franklin India Fund -12.30%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 6.02%
H2O Adagio 5.92%
Pictet TR - Atlas Titan 5.26%
BNP Paribas Global Absolute Return Bond 5.22%
RAM European Market Neutral Equities 5.10%
Sienna Performance Absolue Défensif 5.10%
Syquant Capital - Helium Selection 4.59%
Cigogne UCITS Credit Opportunities 3.41%
M&G (Lux) Episode Macro Fund 3.41%
AXA WF Euro Credit Total Return 3.14%
Exane Pleiade 3.14%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.10%
Pictet TR - Atlas 3.03%
Candriam Bonds Credit Alpha 1.82%
Fidelity Absolute Return Global Equity Fund 1.78%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -0.65%
Articles Marché

Le graphique de la semaine : ELEVA souligne les niveaux extrêmes de valorisation relative sur les SMID

PETITES & MOYENNES VALEURS : C’EST L’HEURE

« Les quatre dernières années ont été marquées par une forte sous performance des Small et Mid Caps (SMID) par rapport aux Large Caps européennes.

A tel point que, selon nous, nous sommes aujourd’hui face à des niveaux extrêmes de valorisation relative : la décote est plus élevée que lors des précédentes phases de crise et semble donc intégrer des scénarii trop pessimistes.»

Diane BRUNO, Quentin HOAREAU & Ingrid PFYFFER-EDELFELT

Gérants chez ELEVA Capital

Pour en savoir plus CLIQUEZ ICI

Extrait du nouveau mensueELEVA, la Lettre économique d'ELEVA, également disponible en podcast.

Publié le vendredi 6 juin 2025

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 45.00%
Axiom European Banks Equity Grand Prix de la Finance 39.88%
Indépendance Europe Small Grand Prix de la Finance 35.75%
Quadrige France Smallcaps 26.01%
Tailor Actions Avenir ISR 25.91%
VALBOA Engagement ISR 24.42%
Indépendance France Small & Mid Grand Prix de la Finance 22.40%
Uzès WWW Perf 20.40%
Tocqueville Value Euro ISR 20.32%
BDL Convictions Grand Prix de la Finance 20.20%
Groupama Opportunities Europe 18.17%
Moneta Multi Caps Grand Prix de la Finance 17.41%
Covéa Perspectives Entreprises 17.39%
DNCA Invest Archer Mid-Cap Europe 16.62%
Richelieu Family 15.21%
Mandarine Premium Europe 14.89%
R-co 4Change Net Zero Equity Euro 14.13%
Mandarine Europe Microcap 12.39%
Europe Income Family 12.07%
Ecofi Smart Transition 11.80%
EdR SICAV Tricolore Convictions 11.56%
Lazard Small Caps France 11.31%
Tocqueville Euro Equity ISR 10.94%
Gay-Lussac Microcaps Europe 10.21%
HMG Découvertes 9.30%
Sycomore Europe Eco Solutions 9.08%
ELEVA Leaders Small & Mid Cap Europe 8.13%
Mandarine Unique 7.82%
Sycomore Europe Happy @ Work 7.70%
Dorval Drivers Europe 6.93%
Fidelity Europe 6.70%
Mirova Europe Environmental Equity 6.69%
ADS Venn Collective Alpha Europe 6.48%
Norden SRI 5.16%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 4.50%
LFR Euro Développement Durable ISR 3.60%
VEGA France Opportunités ISR 1.68%
Amplegest Pricing Power Grand Prix de la Finance 1.66%
Eiffel Nova Europe ISR 1.27%
VEGA Europe Convictions ISR 1.07%
Tocqueville Croissance Euro ISR 1.04%
DNCA Invest SRI Norden Europe -0.47%
CPR Croissance Dynamique -0.49%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.58%
ADS Venn Collective Alpha US -10.29%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 17.38%
IVO Global High Yield 4.81%
Carmignac Portfolio Credit 4.69%
Axiom Obligataire Grand Prix de la Finance 4.54%
Income Euro Sélection 4.48%
Axiom Emerging Markets Corporate Bonds 4.24%
Omnibond 3.72%
Tikehau European High Yield 3.60%
IVO EM Corporate Debt UCITS 3.57%
IVO EM Corporate Debt Short Duration SRI 3.52%
Schelcher Global Yield 2028 3.15%
Axiom Short Duration Bond 3.14%
La Française Credit Innovation 3.13%
DNCA Invest Credit Conviction 3.05%
SLF (LUX) Bond High Yield Opportunity 2026 3.01%
Ostrum SRI Crossover 3.00%
Ofi Invest High Yield 2029 2.99%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.94%
Tikehau 2029 2.90%
R-co Conviction Credit Euro 2.88%
Ofi Invest Alpha Yield 2.79%
Jupiter Dynamic Bond 2.76%
La Française Rendement Global 2028 2.75%
Mandarine Credit Opportunities 2.67%
Auris Investment Grade 2.64%
Tikehau 2027 2.60%
Pluvalca Credit Opportunities 2028 2.60%
Tailor Crédit Rendement Cible 2.53%
Auris Euro Rendement 2.45%
Alken Fund Income Opportunities 2.42%
Tailor Credit 2028 2.40%
Eiffel Rendement 2028 2.06%
FTGF Brandywine Global Income Optimiser Fund 1.96%
Groupama Alpha Fixed Income Plus 1.94%
Richelieu Euro Credit Unconstrained 1.80%
M All Weather Bonds 1.71%
Lazard Credit Opportunities 1.29%
EdR Fund Bond Allocation 1.26%
Sanso Short Duration 1.01%
LO Funds - Short-Term Money Market CHF 0.85%
Epsilon Euro Bond 0.59%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.82%
AXA IM FIIS US Short Duration High Yield -7.60%
Amundi Cash USD -7.84%